Mutual Fund Screener

Use the PortfoliosLab Mutual Fund Screener to filter mutual funds by category, asset class, expense ratio, trailing returns, and advanced risk metrics such as Sharpe ratio and maximum drawdown.

Compare funds side-by-side, review historical performance in one table, and add them directly to your portfolio for optimization.

No active filters, add you first filter to start

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield	Risk / Return Rank
PLFMX	Principal LargeCap S&P 500 Index Fund	S&P 500	Dec 6, 2000	0.72%	-3.70%	13.53%	2.50%	44
PLFRX	Pacific Funds Floating Rate Income	Bank Loan	Jun 29, 2011	0.68%	-0.50%	5.13%	7.32%	93
PLGIX	Principal LargeCap Growth Fund I	Large Cap Growth Equities	Dec 6, 2000	0.67%	-10.54%	18.41%	16.16%	9
PLHHX	Principal LifeTime Hybrid 2065 Fund	Target Retirement Date	Sep 5, 2017	0.05%	-0.95%	—	3.92%	59
PLHIX	Pacific Funds High Income	High Yield Bonds	Dec 19, 2011	0.65%	-0.51%	5.72%	6.18%	84
PLIIX	Pacific Funds Core Income	Intermediate Core-Plus Bond	Dec 31, 2010	0.55%	-0.08%	2.96%	4.81%	53
PLJIX	Principal LifeTime 2065	Target Retirement Date	Sep 5, 2017	0.05%	-1.72%	—	7.00%	44
PLMIX	PIMCO Emerging Markets Currency and Short-Term Inv...	Emerging Markets Bonds	May 30, 2005	0.85%	-0.10%	3.55%	7.45%	92
PLRIX	PIMCO Long Duration Total Return Fund	Long-Term Bond	Aug 30, 2006	0.50%	-0.69%	1.97%	4.20%	7
PLSAX	Principal LargeCap S&P 500 Index Fund Class A	S&P 500	Feb 2, 2001	0.38%	-3.58%	13.88%	2.85%	45
PLSDX	Pacific Funds Short Duration Income	Short-Term Bond	Dec 19, 2011	0.45%	-0.12%	2.97%	4.10%	97
PLSIX	Principal LifeTime Strategic Income Fund	Target Retirement Date	Feb 28, 2001	0.02%	-0.26%	4.91%	5.80%	61
PLSRX	Pacific Funds Strategic Income	Multisector Bonds	Dec 18, 2011	0.64%	-0.57%	5.14%	5.11%	89
PLTHX	Principal LifeTime Hybrid 2060 Fund	Target Retirement Date	Sep 29, 2014	0.05%	-0.98%	11.04%	4.41%	59
PLTNX	Principal LifeTime Hybrid 2055 Fund	Target Retirement Date	Sep 29, 2014	0.05%	-0.96%	10.93%	4.63%	59
PLTQX	Principal LifeTime Hybrid 2040 Fund	Target Retirement Date	Sep 29, 2014	0.05%	-0.67%	9.75%	4.53%	60
PLTZX	Principal LifeTime 2060 Fund	Target Retirement Date	Feb 28, 2013	0.01%	-1.75%	10.66%	8.48%	44
PLUIX	Pacific Funds Ultra Short Income	Ultrashort Bond	Jun 28, 2019	0.32%	0.42%	—	4.49%	99
PLUSX	DWS Multi-Asset Moderate Allocation Fund	Diversified Portfolio	Oct 31, 2004	0.60%	-0.51%	6.86%	2.71%	56
PLVIX	Principal LargeCap Value Fund III	Large Cap Value Equities	Dec 6, 2000	0.70%	0.17%	11.08%	21.35%	24

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

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